Jared Osborne, financial advisor Atlanta GA
93 score

Jared Osborne

CRD Number: 5957282
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jared Osborne (CRD# 5957282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Sep 2016 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Sep 2016 - Current 1
Pnc Investments Duluth, GA Feb 2015 - Sep 2016 1
Pnc Bank Duluth, GA Feb 2015 - Sep 2016 1
Pnc Investments Pittsburgh, PA Dec 2013 - Feb 2015 1
Pnc Bank Pittsburgh, PA Dec 2013 - Feb 2015 1
J.p. Morgan Securities LLC Alpharetta, GA Oct 2012 - Dec 2013 1
J P Morgan Chase Na Roswell, GA Aug 2010 - Dec 2013 3
Chase Investment Services Corp Roswell, GA Jul 2011 - Oct 2012 1
Titlemax Of Georgia Cumming, GA Dec 2009 - Sep 2010 < 1
Unemployed Gainesville, GA Mar 2009 - Dec 2009 < 1
Regions Bank Gainesville, GA May 2000 - Mar 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Jared Osborne
Phone Number: 800-637-7455
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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